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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Any concerns with BCE’s payout ratio being over 100%? TD’s analyst downgraded the stock last week as he noted that the Street has overlooked BCE’s cash costs related to the payment and servicing of capital losses. As a result, they lowered the FCF estimate by $550M which dramatically increases the payout ratio for 2023E to 148%, versus 119% previously. They note they see no near- to medium-term prospect for the payout ratio to get below 100% if BCE keeps raising the dividend 5% per year.
Read Answer Asked by Zach on September 05, 2023
Q: Hi 5i,
What companies are on your lost of long-term hold dividend positions? I’m building a dividend portfolio and sincerely appreciate your always valuable perspective.

Thank you!
Read Answer Asked by Greg on September 01, 2023
Q: Can I ask what would your top 5 stocks to purchase right now? 3-5yr outlook. CAD or US?
Read Answer Asked by Neil on September 01, 2023
Q: You mention in your last response that GOOS can be kept. Would you start a position here? What of the other names in the growth portfolio would you buy here?
Thanks!
Read Answer Asked by Gregory on September 01, 2023
Q: Buy DOL?
Very high debt., - BV, dividend increase meagre and a ROE of 800+ - how is this possible with huge debt. - requiring cash flow to support it?
Find fundamentals confusing to say the least.
Read Answer Asked by James on August 31, 2023
Q: I am interested in placing an investment in the near future in a base metal producer; preferring a copper focus. I'd appreciate your take first, on the timing of such an investment given where we are in the economic cycle and second, your selection of a "top 3" to invest in. Thanks for the insights.
Read Answer Asked by Dave on August 31, 2023
Q: I believe you have recently switched from Telus to BCE as favourite telco, however does the asset investment in TV concern you? With the numbers of people fleeing cablevision in favour of streaming will BCE be caught in a double whammy, losing on owning TV stations and on cablevision subscribers? Will this not impact revenue streams and potentially the dividend?
Read Answer Asked by Stephen on August 31, 2023
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